TOP 30 Investment analysis in Westbury, New York

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Merrill Lynch Financial Advisor Roderick A Jones, located at 1305 Walt Whitman Road in Melville, New York, provides personalized financial strategies and advice for individuals, families, and businesses. With over 20 years of experience in the financial industry, Roderick focuses on understanding his clients' short- and long-term financial goals to create customized plans. He holds a bachelor's degree in English from S.U.N.Y Old Westbury and is actively involved in supporting the community through organizations like Big Brothers Big Sisters of Long Island. At Merrill Lynch Wealth Management, Roderick believes in building strong relationships with his clients by listening to their needs and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered around their goals. By utilizing the Investment Personality Assessment, Roderick gains a deeper understanding of his clients' investing preferences to tailor financial approaches that align with their values.

DSJ is a prestigious institution located at 1400 Old Country Road in Westbury, New York, United States. Specializing in accounting and finance, DSJ offers top-notch education and training in these fields, preparing students for successful careers in the financial industry. With experienced faculty, state-of-the-art facilities, and a strong network of alumni, DSJ is a leading institution for those looking to excel in the world of finance.